986 hedge funds and large institutions have $29.9B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 388 increasing their positions, 338 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 338

2% more funds holding

Funds holding: 970986 (+16)

0.75% less ownership

Funds ownership: 93.53%92.78% (-0.75%)

Holders
986
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$496M
Puts
$235M
Net Calls
Net Calls Change

Top Buyers

1 +$677M
2 +$174M
3 +$144M
4
BlackRock
BlackRock
New York
+$120M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
676
Brown Brothers Harriman & Co
New York
$342K
VFA
677
Valeo Financial Advisors
Indiana
$342K
TCWA
678
Turtle Creek Wealth Advisors
Texas
$341K
FW
679
FullCircle Wealth
Texas
$339K
WWC
680
Waypoint Wealth Counsel
Georgia
$337K
FFO
681
Fortitude Family Office
Arizona
$337K
AA
682
ALPS Advisors
Colorado
$335K
MAS
683
Meeder Advisory Services
Ohio
$334K
LRIA
684
Leonard Rickey Investment Advisors
Washington
$334K
SVWAG
685
Sound View Wealth Advisors Group
Georgia
$332K
HP
686
Haven Private
Florida
$330K
RCM
687
Requisite Capital Management
Texas
$329K
VCM
688
Voleon Capital Management
California
$329K
OC
689
Oppenheimer & Co
New York
$328K
VCM
690
Virtue Capital Management
Tennessee
$328K
FGI
691
Foresight Global Investors
New York
$327K
ERSOT
692
Employees Retirement System of Texas
Texas
$326K
GWMR
693
GC Wealth Management RIA
Massachusetts
$325K
PCM
694
Prelude Capital Management
New York
$325K
GLA
695
Great Lakes Advisors
Illinois
$324K
CWS
696
Cypress Wealth Services
California
$324K
TRCT
697
Tower Research Capital (TRC)
New York
$322K
CI
698
Cigna Investments
Connecticut
$321K
BRWA
699
B. Riley Wealth Advisors
Florida
$321K
RCAG
700
Rehmann Capital Advisory Group
Michigan
$316K